Cathie Jean Arthurs
Investment adviser representative at Wayfinding Financial, LLC
9 yearsExperience
1 stateRegistered in
$353.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Wayfinding Financial, LLCNov 2021 to now
- Helium Advisors LLCJan 2021 to Nov 2021
- Edelman Financial EnginesOct 2017 to Dec 2020
- Financial Engines Advisors L.L.C.Oct 2017 to Dec 2020
- Conover CapitalJan 2012 to Sep 2017
- Conover Capital ManagementJan 2012 to Sep 2017
- Conover Securities CorporationJan 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wayfinding Financial, LLC
$353.5MAssets managed
364Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5073528
- Firm CRD
- 306208